FAMILY LEGACY PLANNING

RIASEC RegisteredEst. 2024

Total AUM

$169M

Discretionary

$166M

98% of AUM

Avg account

$202K

Accounts

836

Employees

Advisory reps

Firm details

Headquarters: BENTONVILLE, Arkansas
CRD number: 294277
Registered since: July 29, 2024
Website: familylegacyplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.45%
HNWI40.1%
Pension & Profit Sharing Plans4.13%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Family Legacy Planning LLC is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is organized as an LLC and registered with the SEC in 2024. Its service set spans traditional wealth management and planning functions — financial planning, portfolio management for individuals and small businesses, adviser selection and pension consulting support — and it also operates as an insurance broker and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.